Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,497 | $101,618+110.1% | $93,063+129.4% | $137,256+55.5% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | 11.25% | 223.95%-212.7pp | 34.15%-22.9pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,003 | $2,707-62.9% | $2,476-59.5% | $4,156-75.9% |
| Participant deferral / active EE | $2,006 | $4,279-53.1% | $3,958-49.3% | $6,407-68.7% |
| Admin fee / account holder | $17,778 | $6,198+186.8% | $6,033+194.7% | $12,270+44.9% |